FieldCamp’s Invoices feature streamlines your billing process, helping you issue, track, and manage invoices with ease. Whether you’re billing for one-off jobs or recurring services, FieldCamp ensures every invoice is accurate, clear, and easy for your clients to pay.

  • Log in to FieldCamp with your credentials.
  • In the left-hand navigation or main dashboard, click on Grow.
  • At the top of the Grow screen, click on Invoices to access all your invoices.

  • The main Invoices screen displays an organized list of all your invoices, including:
    • Invoice # (unique ID for easy tracking)
    • Title (custom name for the invoice)
    • Customer (client name)
    • Date (invoice creation date)
    • Due Date (when payment is due)
    • Total (total amount, including taxes)
    • Delivery Status
    • Payment (payment status and actions)

This overview lets you quickly find, filter, and manage all your open and past invoices.

Creating a New Invoice

Step 1: Start a New Invoice

  • Click on + New Invoice on the right-hand side of the Invoices screen.

Step 2: Fill Out Invoice Details

Basic Information

  • Customer: Select an existing client or add a new one.
  • Title: Enter a clear, descriptive title for the invoice.
  • Invoice Date: Set the date for the invoice.
  • Due Date: Choose when payment is due.
  • Payment Term: Select from options such as:
    • Due on receipt
    • Net 7 days
    • Net 14 days
    • Net 30 days
    • Net 45 days
    • Net 60 days
    • Net 90 days
  • Billing Address: Enter or confirm the client’s billing address.

Line Items

  • Section Name: Optionally, group items under sections like “Labor,” “Parts,” or “Inspection.”
  • Add Line Items: For each service or product:
    • Description: Details of the item/service.
    • Qty: Quantity.
    • Rate: Price per unit.
    • Tax: Choose the applicable tax from the dropdown. The selected tax will be reflected in the total.
    • Amount: Auto-calculated.

Click Add Section to organize items into multiple sections if needed.

Step 3: Save the Invoice

  • Click Save to store your invoice. It will now appear on the main invoice screen, ready for review or sending.

With FieldCamp, invoicing becomes a seamless part of your workflow-helping you stay organized, get paid faster, and provide a professional experience for every client. Spend less time on paperwork and more time growing your business, knowing your billing process is efficient, accurate, and always at your fingertips.